SPEAR CRM

VIP’s customized Salesforce CRM platform, SPEAR, gives loan originators a competitive edge by providing an extraordinary level of operational excellence, customer care, and employee collaboration.

Everything is documented, managed, and viewed in one place while integrating with VIP’s loan operating system (Encompass).

  • Alignment of tasks created by dashboards

  • Enterprise wide CRM solution

  • Complete documentation and transparency throughout the loan process

  • Mobile capabilities

  • Lead tracker

  • Detailed reporting

  • Database management

    .

  • Ability to send handwritten notecards to borrowers and referral partners

  • Ability to send texts through the CRM

LOANS IN PROCESS

floify

Improve your Mortgage Game with a Powerful Point-of-Sale Solution

Floify’s secure mortgage point-of-sale portal provides a web-based access point for your borrowers to interact with their loan from application through clear-to-close.

Borrowers can easily complete a loan application, upload supporting documentation, eSign disclosure, and monitor the status of their loan – in a single, easy-to-use location.

Lastly, and maybe most importantly, Floify provides a responsive design for mobile web browsers, native iOS and Android apps, and LO-branded progressive web apps. They include everything an LO could need to serve a mobile borrower.

Transferring of Databases

LOs that start at a new company don’t want to miss a beat and want to let their clients and referral partners to know ASAP about their move. Therefore, VIP makes the transferring of databases seamless and efficient.

Some loan originators choose to include information about charitable causes that they are involved with and he reasons why those causes are close to their hearts. One the Greenlight email has gone out and the LO NMLS# has officially been transferred to VIP, the website will go live and LOs will be able to take online web applications!

lo websites

VIP provides customizable websites for all loan originators, built within the main VIP website. The loan originator websites include a personalized biography for each loan originator, headshot/photos, a place for borrowers to apply, option to add video, and more.

Some loan originators choose to include information about charitable causes that they are involved with and he reasons why those causes are close to their hearts. One the Greenlight email has gone out and the LO NMLS# has officially been transferred to VIP, the website will go live and LOs will be able to take online web applications!

Close Menu
Call Now ButtonContact us Today!